RED DOOR HOMESHubSpot Sales Training
Step 6 of 6 6 minutes

Review your personal profile and notifications

Your profile is how teammates and prospects identify you, and your notification settings decide how quickly you hear about a new lead. Getting both right means nothing falls through the cracks.

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Setup checklist0 of 6 complete

How to do it

Update your profile

  1. 1Open Settings > General > Profile.
  2. 2Confirm your first name, last name and job title are correct.
  3. 3Upload a clear, professional headshot.
  4. 4Add your direct phone number and mobile number.
  5. 5Set your language, date format and time zone to match the market you sell in.

Set your notifications

  1. 1Open Settings > Notifications.
  2. 2On the Email tab, turn on notifications for Contact assignment, Task reminders, Meeting bookings and Email replies.
  3. 3On the Other apps tab, enable browser and mobile notifications so you are alerted while away from your desk.
  4. 4Set task reminders to arrive at the start of your working day.
  5. 5Click Save.

Tip

Install the HubSpot mobile app and sign in. You can respond to a new lead from the car park between appointments.

Do not turn everything off

It is tempting to silence notifications, but lead assignment and task reminders should always stay on. A missed new lead alert is a missed sale.

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